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Technology Stocks : Amdocs (DOX)
DOX 84.430.0%11:16 AM EDT

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To: Puck who wrote (19)4/12/1999 8:21:00 PM
From: Digitom   of 55
 
Great post Puck! Hey, no reason to apologize, I was just being flippant.

I have owned shares of DOX as well as CVG and SAVLY. I think they are
all great companies, SAVLY may have a tougher go of the 3. Right now,
I'm just too twitchy about this fickle market to take new positions.

The only 2 uncertainties that I had with DOX is...
1)Israeli owned--I have had rotten success with each Israeli owned co.
that I have ventured in. The business structure is too arcane for
my simple tastes.
2)As of when I was researching DOX, they were still receiving about
35% of their revenues from SWB. Similar to CIEN, that level of
dependance on 1 customer would was worrisome to me.

Having said that, their stock has gained over 25% since I sold, and
I agree that they look to be the dominant player at the moment.

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